| What Our Advisors Say About Our Courses |
|
|
|
Great class, enjoyed speakers and material. Aprpeciated case stories. Very informative with good discussions. Interesting stories, a great way to lean and remember. Thank you for putting this class on. Outstanding instruction on professional issues. Good anecdotes for understanding concepts. This course is an excellent investment of time for financial planners, CPAs, investment advisors, insurance agents, attorneys, and other professionals who advise their clients on estate planning, financial planning, and risk management. These classes are an excellent opportunity to obtain an updated and/or expanded knowledge of estate planning. The presentation is understandable and their willingness to answer client-specific questions makes the program especially helpful.
Keith is the most knowledgeable estate planning attorney with whom I have worked with over my 23 year career. His educational workshops are the best I have attended. Best presentation by an attorney I’ve ever experienced. Vast knowledge of the subject of estate planning presented in a clear, understandable fashion that kept my interest throughout the two day seminar. The Davis Schilken course was presented very efficiently and was entertaining. I feel the information provided will help me with my practice. |